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Simply Money Advisors’s iShares US Utilities ETF IDU Stock Holding History

Simply Money Advisors’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,174
Closed -$56K – 230
2013
Q2 		$56K Buy
+1,174
New +$57.3K 0.01% 60

Other funds holding IDU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Simply Money Advisors's IDU Position: Q3 2013 in Review

Simply Money Advisors sold out of iShares US Utilities ETF (IDU) in Q3 2013, closing a stake of 1,174 shares — an estimated $56K sold.

Simply Money Advisors first reported a position in IDU in Q2 2013 and held it in 1 quarter. The position peaked at $56K in Q2 2013. 101 funds tracked by Wall St. Rank hold IDU as of Q3 2013.

  • Simply Money Advisors reported no remaining iShares US Utilities ETF position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 1,174 iShares US Utilities ETF shares in Q3 2013, an estimated $56K.
  • Simply Money Advisors first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's iShares US Utilities ETF position peaked at $56K in Q2 2013.
  • 101 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.